Pitcairn Wealth Advisors Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.09B
Q ending 2026-03-31
Prior quarter
$1.11B
Q ending 2025-12-31
Change
-2.3% QoQ
Positions
271
reported holdings
Largest positions
Top 100 of 271 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Stepstone Group Inc | STEP | Shares | $259.3M | 4.0M |
| Ishares Tr | IWV | Shares | $196.3M | 507K |
| Vaneck Merk Gold Etf | OUNZ | Shares | $55.5M | 1.3M |
| Spdr S&P 500 Etf Tr | SPY | Shares | $45.1M | 66K |
| Spdr Index Shs Fds | CWI | Shares | $36.2M | 1.0M |
| Ishares Tr | IWB | Shares | $34.5M | 92K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $32.5M | 43 |
| Direxion Shs Etf Tr | COM | Shares | $17.8M | 603K |
| Vanguard Scottsdale Fds | VONE | Shares | $13.5M | 44K |
| New York Life Investments Et | QAI | Shares | $12.4M | 369K |
| Procter And Gamble Co | PG | Shares | $11.9M | 83K |
| Ishares Tr | ACWX | Shares | $11.7M | 174K |
| Vanguard Index Fds | VOO | Shares | $10.5M | 17K |
| Spdr Gold Tr | GLD | Shares | $10.0M | 25K |
| Ishares Tr | IVV | Shares | $9.9M | 15K |
| Vanguard Tax-Managed Fds | VEA | Shares | $9.8M | 157K |
| Vanguard Index Fds | VTI | Shares | $9.6M | 29K |
| Apple Inc | AAPL | Shares | $8.9M | 33K |
| Microsoft Corp | MSFT | Shares | $8.8M | 18K |
| Nvidia Corporation | NVDA | Shares | $8.4M | 45K |
| Ishares Tr | IWF | Shares | $8.0M | 17K |
| Vanguard Scottsdale Fds | VTHR | Shares | $7.6M | 25K |
| World Gold Tr | GLDM | Shares | $7.3M | 86K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $7.3M | 14K |
| Ishares Tr | IJH | Shares | $7.0M | 106K |
| Alphabet Inc | GOOGL | Shares | $6.8M | 22K |
| Lowes Cos Inc | LOW | Shares | $6.7M | 28K |
| Amazon Com Inc | AMZN | Shares | $5.6M | 24K |
| Schwab Strategic Tr | SCHF | Shares | $5.4M | 224K |
| Vanguard Index Fds | VV | Shares | $5.1M | 16K |
| Ishares Tr | ITOT | Shares | $4.6M | 31K |
| Vanguard Index Fds | VXF | Shares | $4.5M | 22K |
| Ishares Tr | IXUS | Shares | $4.4M | 52K |
| Ishares Tr | ESGD | Shares | $4.3M | 46K |
| Ingredion Inc | INGR | Shares | $4.0M | 36K |
| Broadcom Inc | AVGO | Shares | $3.9M | 11K |
| Meta Platforms Inc | META | Shares | $3.8M | 6K |
| Vanguard Bd Index Fds | VUSB | Shares | $3.8M | 76K |
| Ishares Tr | DSI | Shares | $3.7M | 29K |
| Abrdn Etfs | BCI | Shares | $3.4M | 176K |
| Eli Lilly & Co | LLY | Shares | $3.3M | 3K |
| Jpmorgan Chase & Co. | JPM | Shares | $3.2M | 10K |
| Spdr Series Trust | SPTM | Shares | $2.7M | 33K |
| Vanguard Index Fds | VO | Shares | $2.5M | 9K |
| Select Sector Spdr Tr | XLK | Shares | $2.5M | 17K |
| Taiwan Semiconductor Mfg Ltd | TSM | Shares | $2.5M | 8K |
| Vanguard Bd Index Fds | BLV | Shares | $2.4M | 34K |
| Ishares Tr | EFV | Shares | $2.4M | 34K |
| Rbb Fd Inc | TBIL | Shares | $2.3M | 45K |
| Alphabet Inc | GOOG | Shares | $2.0M | 7K |
| Ishares Inc | ESGE | Shares | $2.0M | 46K |
| V2X Inc | VVX | Shares | $2.0M | 36K |
| Ishares Tr | IEFA | Shares | $1.8M | 20K |
| Brown Forman Corp | BF/A | Shares | $1.8M | 67K |
| Proshares Tr | TOLZ | Shares | $1.7M | 32K |
| Rtx Corporation | RTX | Shares | $1.7M | 9K |
| Ishares Tr | AGG | Shares | $1.7M | 17K |
| Mastercard Incorporated | MA | Shares | $1.6M | 3K |
| Johnson & Johnson | JNJ | Shares | $1.6M | 8K |
| Northern Tr Corp | NTRS | Shares | $1.6M | 12K |
| Disney Walt Co | DIS | Shares | $1.5M | 14K |
| Wells Fargo Co New | WFC | Shares | $1.5M | 16K |
| Citigroup Inc | C | Shares | $1.5M | 13K |
| Vanguard Scottsdale Fds | VCSH | Shares | $1.5M | 19K |
| Spdr S&P Midcap 400 Etf Tr | MDY | Shares | $1.5M | 2K |
| Visa Inc | V | Shares | $1.5M | 4K |
| Ishares Tr | IVE | Shares | $1.5M | 7K |
| Vanguard Scottsdale Fds | VTWO | Shares | $1.4M | 15K |
| Global X Fds | AIQ | Shares | $1.4M | 28K |
| Servicenow Inc | NOW | Shares | $1.4M | 9K |
| General Mtrs Co | GM | Shares | $1.4M | 18K |
| Cisco Sys Inc | CSCO | Shares | $1.4M | 18K |
| Cava Group Inc | CAVA | Shares | $1.4M | 24K |
| Accenture Plc Ireland | Shares | $1.4M | 5K | |
| Schwab Strategic Tr | SCHD | Shares | $1.4M | 50K |
| Exxon Mobil Corp | XOM | Shares | $1.3M | 11K |
| Vanguard Intl Equity Index F | VWO | Shares | $1.3M | 24K |
| Ishares Tr | EFA | Shares | $1.2M | 13K |
| Axsome Therapeutics Inc | AXSM | Shares | $1.2M | 7K |
| Lam Research Corp | LRCX | Shares | $1.2M | 7K |
| Netflix Inc | NFLX | Shares | $1.2M | 13K |
| Ishares Tr | REET | Shares | $1.2M | 46K |
| Uber Technologies Inc | UBER | Shares | $1.1M | 14K |
| Morgan Stanley | MS | Shares | $1.1M | 6K |
| Vanguard Admiral Fds Inc | IVOO | Shares | $1.1M | 10K |
| Abbvie Inc | ABBV | Shares | $1.1M | 5K |
| S&P Global Inc | SPGI | Shares | $1.1M | 2K |
| Select Sector Spdr Tr | XLF | Shares | $1.1M | 20K |
| Caterpillar Inc | CAT | Shares | $1.1M | 2K |
| Monolithic Pwr Sys Inc | MPWR | Shares | $1.1M | 1K |
| United Rentals Inc | URI | Shares | $1.1M | 1K |
| Ishares Tr | IVW | Shares | $1.1M | 9K |
| Abbott Labs | ABT | Shares | $1.1M | 8K |
| Oreilly Automotive Inc | ORLY | Shares | $1.0M | 11K |
| Draftkings Inc New | DKNG | Shares | $1.0M | 30K |
| Parker-Hannifin Corp | PH | Shares | $991K | 1K |
| Cadence Design System Inc | CDNS | Shares | $987K | 3K |
| First Tr Exchange Traded Fd | CIBR | Shares | $945K | 13K |
| Ishares Tr | IJR | Shares | $937K | 8K |
| Ishares Tr | IGF | Shares | $922K | 15K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.